Dashboard

Forecast, win rate, delivery burn, profitability, overdue work, late milestones, billing and approvals — the numbers, live.

Pipeline

Kanban board of every proposal with deal values, expected close dates, weighted forecast and win/loss reasons.

Customers

One record per customer linking every assessment, proposal, estimate and contract — plus action items and the multi-year program.

Capacity

Engineers × months heatmap of planned contract load vs available hours — can we take another contract without hiring?

Team

Engineer skill matrix per product — who is qualified for which tasks, used when assigning delivery work.

Site Surveys

Structured intake for the first customer meeting: contacts, asset counts, existing environment — converts into pre-filled CMCT and estimator drafts in one click.

CMCT

Cyber Maintenance Calculation Tool. Scope assets and products, calculate annual maintenance hours, and export the proposal as PDF or Excel.

Project Estimator

Quote one-time implementation projects: solutions × standard work blocks (FDS, DDS, FAT…), margin & discounts, milestones — and a one-click customer proposal document (.docx).

Assessments

Guided questionnaires with automatic risk scoring — NIS2 Strategic Risk Assessment first; CSHazop and GAP assessments later.

Delivery Workspace

Turn a won proposal into a yearly task schedule. Execute tasks against their runbooks, track cases with SLA performance, change orders and billing milestones — and generate the customer site report in one click.

Data Administration

Maintain the task database: tasks, frequencies, products, asset types and definitions — with revision history and restore.